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- Custodian
- Charles Schwab & Company · Interactive Brokers · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2024
- Office Locations
- 2
Office Locations
About Poxono Capital
Poxono Capital is a Pennsylvania-registered RIA providing portfolio management for individuals and families. The firm focuses on enhancing traditional 60/40 allocations with fee-aware construction and offers structured alternatives that recreate structured-note exposures by owning underlying assets directly. Client reporting is delivered through Addepar, with custody available at Schwab.
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Owner & Executives
SCOTT VINCENT PALDE
--
- CRD
- --
- Ownership
- 10% but less than 25%
Zachary Frey
Wealth Advisor
- CRD
- #6845130
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Wilder Henry Harvard
President
- CRD
- #4684024
Stewart McLean Rickenbach
Business Development
- CRD
- #8028239
Showing 2 of 9 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,952,843 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,952,843 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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